Jaipuria Institute of Management,

Vineet Khand, Gomti Nagar

Lucknow – 226 010

Academic Year 2019-20

Batch 2018-20
Trimester 5th
Programme PGDM
(PGDM / PGDM-FS / PGDM-RM)
Name of Course DASHBOARD REPORT USING ADVANCED EXCEL
Section B
Name of Faculty PROF. ANKIT MEHROTRA

Nature of submission PROJECT REPORT

(Assignment / Project Report)
Topic of Assignment / Project TO MAKE A DASHBOARD OF GIVEN DATA

Deadline for submission 28TH DEC 2019

Group/ Learning Team Number 06
Maximum allotted marks

Contribution of group/LT members in the assignment/project

Sl. Name & Enrolment Contribution Signature

No. number of student
1 KUMAR SHAGUN JAISWAL
(JL18PG75)
2 NEHA RANJAN
(JL18PG092)
3 MALLIKA MATTA
(JL18PG078)
4 PRAGATI PANDEY
(JL18PG096)

5 SHIVANGI GUPTA
(JL18FS048)
6 JAYATI GUPTA
(JL18PG072)

Date of receiving at PMC Signature of PMC staff

Contents
Contents of Table..................................................................................................................................2
Table of Images.....................................................................................................................................3
1) Assumptions..................................................................................................................................4
2) Section-A: Problem Description.....................................................................................................4
3) Section-B: Variable Description.....................................................................................................4
4) Section-C: Data Analysis................................................................................................................5
a) Approach 1................................................................................................................................5
b) Approach 2................................................................................................................................6
c) Approach 3................................................................................................................................6
d) Approach 4................................................................................................................................7
e) Approach 5................................................................................................................................7
f) Approach 6................................................................................................................................8
5) Section-D.......................................................................................................................................8
a) Data Layer..................................................................................................................................8
b) Analysis Layer............................................................................................................................8
(i) Approach 1................................................................................................................................8
(ii) Approach 2...............................................................................................................................9
(iii) Approach 3..............................................................................................................................9
(iv) Approach 4..............................................................................................................................9
(v) Approach 5.............................................................................................................................10
(vi) Approach 6............................................................................................................................10
c) Presentation layer....................................................................................................................10
(i) Approach 1..............................................................................................................................10
(ii) Approach 2.............................................................................................................................11
(iii) Approach- 3...........................................................................................................................12
(iv) Approach-4............................................................................................................................12
(v) Approach-5.............................................................................................................................12
(vi) Approach-6............................................................................................................................13
Dashboard...........................................................................................................................................13
Contributions.......................................................................................................................................15

Contents of Table

Table 1-Month and Customer wise.......................................................................................................5

Table 2-Occupancy................................................................................................................................6
Table 3- Monthwise-Total.....................................................................................................................6
Table 4-Monthly customer wise............................................................................................................7
Table 5-Customer wise due amount......................................................................................................7
Table 6-Customer wise total delay........................................................................................................8
Table 7-Monthwise Analysis..................................................................................................................8
Table 8-Occupancy Anlysis....................................................................................................................9
Table 9-Month wise Analysis.................................................................................................................9
Table 10 Analysis customer and month wise.........................................................................................9
Table 11- Total due amount analysis...................................................................................................10
Table 12-Delay Analysis.......................................................................................................................10

Table of Images

Figure 1-Monthwise total....................................................................................................................10

Figure 2-month wise total occupancy..................................................................................................11
Figure 3-Month wise nights booked....................................................................................................11
Figure 4-month wise Occupancy.........................................................................................................11
Figure 5-Monthwise contribution to nights booked and room service...............................................12
Figure 6-Days delay.............................................................................................................................12
Figure 7-contribution customer wise...................................................................................................13
Figure 8- Due amount..........................................................................................................................13
Figure 9-Dashboard.............................................................................................................................14
1) Assumptions
Following assumptions apply to analysis-

 For hotels Occupancy is important to recover costs. Hence for this the KPI, occupancy is used
during analysis. For calculation of occupancy it is assumed that there are 30 days in a month
and each customer is taking only one room. Its calculation is as followed (26 is the number
of customer)-

Each custome r ' number of monthly nights booked /30

Overall month total /(26∗30)
 It was assumed that giving customer a credit of more than 20% in a year can be investigated
for further actions.
 It was also assumed that if the customer is taking less room service as compared to his
number of nights stay in the hotel then it needs to be investigated. For this a value of more
than equal to 4% difference was flagged in the dashboard. The measurement is done in
terms of percentage contribution to equal time period total.
 It is also assumed that the number of customers in this GOLD CUSTOMER scheme will not
increase to more than 30 number of customers.
 The new variable in the data set has been calculated called delay in payment. It is calculated
by subtracting the out date from the settlement date. It is assumed that the hotel will like to
minimise this.
 It was assumed that a delay of cumulative 30 days in payment in a year could be an area to
explore for the managers or owners of the hotel.
 A correction was done in a recording, in which the settlement date’s year was mentioned in
year 2010 and was corrected to show the year 2011.

2) Section-A: Problem Description

The data set is of a hotel who have categorised some customer as GOLD customers. There are 26
gold customers in the data set. The problem is to take decisions regarding these customers based on
their loyalty towards the hotel. A personalised rewards programme is to be made.

3) Section-B: Variable Description

The following variables are given in the DATA set

 Customer ID- An identification alphanumeric of four characters

 Gold Customer name- The name of the customer
 Month- Month of entry, because each customer only comes once a month for stay
 In dates- The date of checking in the hotel
 Out dates- The date of checking out of the hotel
 Nights booked- Number of days passed between checking out and checking in. the nights
booked as percentage of total has been used to measure performance.
 Total Room Service- Total amount of room service to be paid by the customer for the stay of
a particular month. Majorly the room service amount is measured as percentages of
monthly, customer wise or yearly Total.
 Amount settled- The amount which the customer paid at the time of checkout

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  Amount due- The amount which is left to be settled for each transaction/bill.
 Bill no.- An alphanumeric code showing the month of the preparation of bill and its
identification number.
 Settlement date- It is a date at which the due amount is paid by the customer.
 Days Delay- It is the number of days for which the due amount was left unpaid. This variable
was made for the analysis and was not present in the original data set.
 Occupancy- It shows the rate at which rooms have been occupied by customers. In the
project this has been used in two ways-1. It has been calculated monthly for individual
customer 2. Monthly occupancy is also calculated, and its distribution is showed over the
year.
 % amount due- this has been used to show the total amount which has been due for a
particular customer in a year as compared to the total room service amount for that
customer in a year.

4) Section-C: Data Analysis

Since the problem description demands personalised approach hence the analysis is done such that
the behaviour and insights about individual customers can be unravelled.

a) Approach 1
In the sheet named “mnthwise”

The following is the table (first few rows only) used to show month wise contribution to total nights
booked and contribution to Total room service for a particular customer. The variable “sum of total
room service” and “Sum of Nights booked” is shown as percentages of grand total.

Table 1-Month and Customer wise

Values
Years Gold Customer In Dates Sum of Total Room Sum of Nights
Customer ID Service2 Booked
Name
2010 Edgar C005 Jan 4.25% 3.38%
Feb 0.56% 4.05%
Mar 8.03% 11.49%
Apr 10.74% 7.43%

This table and respective graph are used to show comparative trends with respect to stays in hotel
and the room service amount to be given by the customer. A lesser percentage night booked as
compared to the percentage room service amount can be investigated for areas of improvement.

It can be seen through graph that many customers have the above situation where the percentage
contribution to nights booked is more than the percentage contribution to room service. This
analysis showed that when the percentage contribution to room service is less compared to
percentage contribution to nights booked then the percentage contribution to room service is on
lower sides. Moreover, it also showed that during months like November, December it was
happening with a greater number of customers.

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b) Approach 2
In the sheet named “Occupancy”
Table 2-Occupancy

Sum of Nights Booked

Years Gold Customer Customer ID In Dates Total
Name
2010 Edgar C005 Jan 5
Feb 6
Mar 17
Apr 11

This table was formed with the objective of calculating the month wise Occupancy for a particular
customer. The occupancy is calculated with the following formula mentioned earlier also

Each custome r ' number of monthly nights booked /30

The highest such occupancy showed was 67%, it was done by many customers. These customers can
be given extra benefits for the loyalty. It is also compared with their yearly average monthly
occupancy.

If a customer shows a particular decrease in certain months, then future planning and allotment of
resources can be better managed.

c) Approach 3
In sheet named “mnthwise_total”
Table 3- Monthwise-Total

Values
Years In Dates Sum of Total Room Service Sum of Nights Booked
2010 Jan 11.14% 296
Feb 8.02% 258
Mar 8.71% 278
Apr 6.79% 234

This table shows the month wise room service as percentage of total room service for the customer
checking in the year 2010. The table also has the total nights booked in the particular month, this
has been done with the objective of calculating and showing the Occupancy for that month using the
following formula-

Overall month total /(26∗30)

26 is the number of customer and 30 is the assumed number of days for every month.

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The analysis showed that the customer spending on the room service reduces slightly in February,
may, October, November.

In terms of occupancy also the same trend can be seen across the month. Now if we add the
information from the approach 1 above it can be generalised that the overall room service
requirement of customer in the above months reduces for some reason which the owners should try
to find out.

d) Approach 4
In sheet named “customerwisemonthly”
Table 4-Monthly customer wise

Years In Dates Gold Customer contribution to total contri. to nights

Customer ID room service booked
Name
2010 Apr Oaktree C015 15.62% 7.69%
Bell C002 13.36% 7.69%
Edgar C005 8.89% 4.70%
Phillips C016 7.22% 3.42%

This table shows the month wise percentage contribution to total room service and to total nights
booked for each customer in decreasing order. For this also a difference between nights booked and
room service above 4% is considered as adverse. For example, in case of Davis in the month of May.
The nights booked is 7 % while the room service is only 1%, this can be further explored by other
means. The trend shown in approach 1 is reshown here as well, that when the room service
contribution is less comparatively nights booked are greater. This shows that there is an area in
which sales can be increased.

e) Approach 5
In the sheet named Due_amt
Table 5-Customer wise due amount

Years Customer ID Gold Customer Name Sum of Amt Sum of Total Room
Due Service
2010 C001 Abercrombie 204.16 7562.28
C002 Bell 104.66 6190.41
C003 Cornell 702.45 6426.99
C004 Davis 328.99 6054.95

This table is used to calculate % amount due and shows the payment settlement characteristics for
the customer. A due amount of more than equal to 20% in a year can be useful for taking decisions
regarding the credit policies of the hotel.

It has been shown by each customer wise.

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f) Approach 6
In sheet named “delay”
Table 6-Customer wise total delay

Gold Customer Name Total

Abercrombie 15
Bell 12
Cornell 8
Davis 12
Edgar 14

This table is made with the objective to know about the days the customer is delaying the payments.
It shows the total number of days payment have been delayed in the whole year. It was assumed
that if the payment is being delayed for more than a cumulative of 30 days then that customer can
be of interest to the owner for further decisions.

5) Section-D
a) Data Layer
It is explained in approaches above for each sheet

b) Analysis Layer

(i) Approach 1
In the sheet named “mnthwise”

The following table show the analysis done

Table 7-Monthwise Analysis

Years Gold Customer ID In Dates Sum of Sum of Compariso

Customer Total Room Nights n
Name Service2 Booked
Zimmerman C026 Jan 20% 15% #N/A
Feb 14% 9% #N/A
Mar 6% 6% #N/A

The addition of “comparison” is done to check the difference between the variables Sum of Total
Room Service” and Sum of nights booked. It has been calculated using the following formula

IF(M5-L5>=4%,IF($K$1=TRUE,L5,NA()),NA())

Inner “IF” is for changing chart.

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(ii) Approach 2
In the sheet named “Occupancy”
Table 8-Occupancy Anlysis

Years Gold Customer In Total Total occupancy min max min_total max_total
Customer ID Dates
Name
Zimmerman C026 Jan 19 #N/A 63% #N/A 63% #N/A #N/A
Feb 11 #N/A 37% #N/A #N/A #N/A #N/A
Mar 7 #N/A 23% #N/A #N/A #N/A #N/A

Occupancy is calculated for the month as described in previous sections. “Min” and “max” and “min
total” and “max total” is calculated for chart generation.

(iii) Approach 3
In sheet named “mnthwise_total”
Table 9-Month wise Analysis

Years In Dates Sum of Total Sum of Total min max Sum of Nights occupancy
Room Service Room Service Booked
2010 Jan 11% 11% #N/A 11% 296 #N/A
Feb 8% 8% #N/A #N/A 258 #N/A

This shows the month wise total trend for a year with minimum and maximum for the room service
percentage contribution to year total is given. The occupancy is calculated as described in the
previous section it has been calculated month wise.

(iv) Approach 4
In sheet named “customerwisemonthly
Table 10 Analysis customer and month wise

In Gold Customer Customer ID contribution to total room Contri. to nights Comparison

Dates Name service booked
May Roberts C018 4% 8% #N/A
Abercrombie C001 3% 6% #N/A

This is the same as data layer only thing added for the analysis is the comparison. Which is calculated
as per our assumptions using the following formula

IF(M5-L5>=4%,IF($K$1=TRUE,L5,NA()),NA())

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(v) Approach 5
In the sheet named Due_amt
Table 11- Total due amount analysis

Years Customer Gold Customer Sum of Amt Due Sum of Total Room % amt due Check
ID Name Service
2010 C001 Abercrombie 204.16 7562.28 3% #N/A
C002 Bell 104.66 6190.41 2% #N/A
C003 Cornell 702.45 6426.99 11% #N/A

The above analysis table calculate % amt due by formula mentioned above for this variable and then
the other variable checks with the condition whether it is more than equal to 20%(assumed) or not.

(vi) Approach 6
In sheet named “delay”
Table 12-Delay Analysis

Years Customer Gold Total check

ID Customer
Name
2010 C001 Abercrombie 15 #N/A
C002 Bell 12 #N/A

The variable checks whether the total number of days various payments have been delayed by the
customer is greater than equals to 30 number of days.

c) Presentation layer
(i) Approach 1

Monthwise Contribution to total room

service and monthwise Occupancy

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Figure 1-Monthwise total

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 Monthwise Contribution to total room
service and monthwise Occupancy

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Figure 2-month wise total occupancy

The first graph shows lowest contribution by red circle and highest by green triangle.it also
shows the monthwise contribution to total room service in the year for gold customer. The
second graph connected by check box shows the occupancy trends month wise.

(ii) Approach 2
The following graph is for month wise occupancy for a particular customer connected to the
customer slicer at the left of the dashboard. The orange color shows the lowest and red color
shows the value less than the average line in blue. The highest is shown by green bar.
Monthwise Nights booked
and Occupancy for name
Jensen and ID C010
57%
50%

13%

Oct Nov Dec

Figure 3-Month wise nights booked

Similarly the chart below is for absolute nights booked and shows he average in green line and
lowest by orange bar and lower than average by red bars.
Monthwise Nights booked
and Occupancy for name
Jensen and ID C010
17
15

Oct Nov Dec

Figure 4-month wise Occupancy

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(iii) Approach- 3
The graph is for the contribution to nights booked and contribution to room service to total by
the customer in the year 2010. The red bar shows that the room service is atleast 4% less than
the room service in that month in terms of the percentage contribution.

monthwise contribution to total room service

and total nights booked for the customer ID
C010 and name Jensen

Apr May Jun

Sum of Total Room Service2 Comparison Sum of Nights Booked

Figure 5-Monthwise contribution to nights booked and room service

(iv) Approach-4
The below graph for the days payment delayed through the bar graph for the number of days
payment delayed in a year customer wise connected through customer slicer. The bar greater
than equal to 30 days of delay is shown in RED.

Total no. of days payment delayed with

too much delay in RED
30 30
26 24 25
17

Underhill Ventura Williams Xavier Young Zimmerman

C021 C022 C023 C024 C025 C026

Figure 6-Days delay

(v) Approach-5
The following show the approach 3 graph customer wise but for the month total. The
contribution is for a particular month and in terms of customer. The values are shown for the
contribution to nights booked. If the contribution of nights booked is more than 4% than
contribution to month total of room service, then it is shown through red color.

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 Contri To room service and nights
booked for month of Jan
7% 6% 5% 5%
5%
7%

C015 C016 C002 C013 C014 C018

Oaktree Phillips Bell Montgomery Nelson Roberts

contribution to total room service Comparison contri. to nights booked

Figure 7-contribution customer wise

(vi) Approach-6
The graph below is for the percentage of due amount to the total room service, if it is more than
equal to 20% then it is shown by red color.

customerwise % of room service amount

due
21%

13%
9% 8% 8% 8%

C015 C016 C017 C018 C019 C020

Oaktree Phillips Queensland Roberts Simpson Trevor

Figure 8- Due amount

Dashboard
The dashboard is made of the graph based on the content of above approaches and above-
mentioned tables. There are 6 graphs in the dashboard based on those 6 sheets in two lower
segments of the dashboard area. The first segment displays the summary data for Total and average
room service month wise, total nights booked and room service amount, average nights booked and
room service for the year.

The middle segment shows graph month wise and lower segment shows the information customer
wise.

There’s are scroll bars in all charts except the left most chart in second row. Two charts have
checkboxes to show different charts.

Two slicers are added in the left side for changing the customer name/ID and month.

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Figure 9-Dashboard

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Contributions

ROLL Number Name Contribution Score

JL18PG072 Jayati Gupta 8
JL18PG075 Kumar Shagun Jaiswal 10
JL18PG078 Mallika Matta 8
JL18PG092 Neha Ranjan 8
JL18PG096 Pragati Pandey 8
JL18FS048 Shivangi Gupta 8

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